Curricula
samples

Below are samples of some of the materials we use in our curricula. Please note that these are samples and do not encompass our entire suite of programs and content.

If you are a volunteer, educator, or classroom host and wish to access our complete suite of materials, please click HERE to sign in and access the full library. (Note: If you don't get redirected to the library after signing in, click the "Document Downloads" link at the top of the page.)

The samples provided below represent a part of our curriculum, categorized according to programming. You can also click on the following links to explore these programs:

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Forward
SAMPLE: Learner's Workbook - All Modules Combined
Learner Level:
Adult Learning
Resource type:
Workbooks
Role:
Student/Learner
The Forward Learner's Workbook includes all four Forward modules in a single source covering all content and including all lessons and activities learners need to establish the financial life they want

Engage your adult learners with our comprehensive workbook that guides individuals through various personal finance concepts including SMART financial goal setting, creating a savings plan, income and spending tracking and analysis, and much more!
(2024)
Download: Direct | Box
Forward
SAMPLE: Presenter's Guide - Envisioning the Life I Want
Learner Level:
Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Volunteer/Presenter
This Presenter's Guide provides detailed instructions for teaching this Forward module with its accompanying activities, learner materials, and PowerPoint Slides so you can provide an impactful learning experience for students.

The 41-page guide offers suggested transition statements between activities, and an overview of content, including: making a SMART Goal action plan, strategies to overcome barriers to goals, and moving from dream to done.
(2024)
Download: Direct | Box
Forward
SAMPLE: PowerPoint Presentation - Envisioning the Life I Want
Learner Level:
Adult Learning
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores establishing SMART Goals, determining financial targets, overcoming barriers and more.
(2024)
Download: Direct | Box